Bartlett & Co Wealth Management’s Pultegroup PHM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$145K	Buy	1,053 +402	+62%	+$48.8K	﹤0.01%	548
2026 Q1	$75K	Buy	651 +62	+11%	+$7.94K	﹤0.01%	616
2025 Q4	$69.2K	Hold	589	–	–	﹤0.01%	609
2025 Q3	$78K	Buy	589 +40	+7%	+$4.97K	﹤0.01%	597
2025 Q2	$58K	Sell	549 -102	-16%	-$10.3K	﹤0.01%	632
2025 Q1	$67.1K	Buy	651 +2	+0.3%	+$216	﹤0.01%	603
2024 Q4	$70.8K	Sell	649 -133	-17%	-$17.3K	﹤0.01%	589
2024 Q3	$112K	Hold	782	–	–	﹤0.01%	527
2024 Q2	$86.3K	Hold	782	–	–	﹤0.01%	576
2024 Q1	$94.5K	Hold	782	–	–	﹤0.01%	566
2023 Q4	$81.1K	Buy	782 +773	+8,589%	+$65.7K	﹤0.01%	607
2023 Q3	$668	Buy	+9	New	+$717	﹤0.01%	1124
2021 Q3	–	Sell	-24	Closed	-$1.31K	–	1039
2021 Q2	$1.31K	Hold	24	–	–	﹤0.01%	911
2021 Q1	$1.26K	Hold	24	–	–	﹤0.01%	945
2020 Q4	$1.04K	Buy	+24	New	+$1.06K	﹤0.01%	1041

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bartlett & Co Wealth Management's PHM Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Pultegroup (PHM) stake by 62% in Q2 2026, buying an estimated $48.8K and bringing the position to 1,053 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Bartlett & Co Wealth Management first reported a position in PHM in Q4 2020 and has held it in 15 quarters since. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Bartlett & Co Wealth Management held 1,053 shares of Pultegroup worth $145K as of Q2 2026.
Bartlett & Co Wealth Management bought 402 Pultegroup shares in Q2 2026, an estimated $48.8K.
Pultegroup made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #548 holding.
Bartlett & Co Wealth Management first reported a position in Pultegroup in Q4 2020 and has held it in 15 quarters since.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.